CrownHavenWealthAdvisors

In this episode of RetireSHIELD™ TV, Casey A. Marx has a 1-on-1 discussion with Wade Pfau about the 4% withdrawal rule, if it actually works, and why. EPISODE OVERVIEW: 00:01 Introduction 02:43 The 4% Rule In Retirement 11:43 How Taxes Impact Withdrawal Rate In Risk Based Portfolios 19:15 The Impact Of Fees On A Risk Based Portfolio For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx has a 1-on-1 discussion with Wade Pfau about the importance of income flooring and why it is crucial to successful retirement planning. EPISODE OVERVIEW: 00:01 Introduction 02:01 Wade Pfau's Background & Credentials 03:08 What Is Income Flooring & Why It Is Important In Retirement 10:49 How Annuities Are Used To Protect Clients Through Income Flooring 21:27 Sequence Of Returns Risk & Why Retirement Timing Is Important For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains that as you near retirement it becomes more difficult to take the ups and downs of a market, not to mention being able to sustain massive losses from a market crash. If people are not prepared or have a plan in place to shield them from market volatility, it really can have life-changing ramifications. Luckily, through your trademarked RetireSHIELD™ plan, you have a solution for your clients to grow their retirement savings while also ensuring they don't take any losses. EPISODE OVERVIEW: 00:01 Introduction 02:02 The Sledding Analogy & Your Retirement 11:30 How A Personalized RetireSHIELD™ Plan Provides Casey's Clients With Security & Sustainable Growth 21:58 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains the unfortunate reality that many individuals are gambling with their retirement savings, which can lead to devastating consequences. However, thanks to the 5-Step RetireSHIELD™ program, all of our viewers have access to a solution that can protect their retirement savings. EPISODE OVERVIEW: 00:01 Introduction 02:02 Deal Or No Deal In Retirement 11:19 How A Personalized RetireSHIELD™ Plan Provides Casey's Clients With Security & Sustainable Growth 20:28 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx walks his viewers through the ABC’s of retirement and the common, but often untrue, assumption that retirement savings will continue to grow at every stage of someone’s life. Casey then discusses how Secure Income Planning through RetireSHIELD™ ensures that his clients have piece of mind. Casey then answers his viewers questions live! EPISODE OVERVIEW: 00:01 Introduction 02:02 The ABCs Of Retirement 10:53 How A Personalized RetireSHIELD™ Plan Provides Casey's Clients With Security & Sustainable Growth 19:45 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains how when the market declines, many Americans may spend years trying to recover from the losses, and some may never fully bounce back. Though, with a customized RetireSHIELD™ plan, your clients can rest easy knowing they are protected from losses and can live out their retirement without stress. EPISODE OVERVIEW: 00:01 Introduction 01:51 How To Ensure You Are Not Losing Valuable Time In Retirement 10:47 How A Personalized RetireSHIELD™ Allows For A Stress Free Retirement 20:05 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains how many financial "experts" out there are really just guessing how the market will perform and the money they are "guessing" with is their retirement savings they have been building for decades. Casey then explains how his trademarked RetireSHIELD™ Process takes the guessing out of his clients hard earned retirement savings. Casey then closes the show by answer his viewer's questions on air. EPISODE OVERVIEW: 00:01 Introduction 02:13 How & Why Your Financial Advisor Could Be Just "Guessing" With Your Retirement 12:00 How A Personalized RetireSHIELD™ Plan Takes The Guessing Out Of Retirement 21:35 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains that like setting up a row of dominos in perfect alignment, the stock market can, at any point, kick them all over and destroy your retirement. Casey then discusses how his trademarked RetireSHIELD™ Process can protect your retirement from market volatility while still providing you with sustainable growth and lastly Casey answers his viewer's questions! EPISODE OVERVIEW: 00:01 Introduction 01:57 The Explanation Of The Domino Theory & The Impact It Can Have On Your Retirement 11:26 How The RetireSHIELD™ Process Lead You To A Stress Free & Secure Retirement 21:19 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains that many Americans park their money in a place where it won't grow, like a rusting car. Though they won't lose money, Casey explains that it would be much better if they parked it in a safe place where they couldn't lose money, but could also get returns of 4% - 8%. Casey then discusses how this is possible through a personalized RetireSHIELD™ Plan and then takes his viewers questions. EPISODE OVERVIEW: 00:01 Introduction 01:58 The Explanation Of The Parked Car Analogy & How It Relates To Retirement 11:05 How The RetireSHIELD™ Process Lead To A Secure & Stress Free Retirement 20:48 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains the story of the Noble Soldier and how, like the Noble Soldier, some financial advisors lack the skills, knowledge, or tools to properly guide people towards a secure retirement, Casey then discusses how RetireSHIELD™ is not bound to a select few financial tools, but has access to all of the retirement planning tools necessary for a successful retirement, and lastly Casey answers his viewers retirement questions. EPISODE OVERVIEW: 00:01 Introduction 02:00 The Story Of The Noble Soldier & How It Relates To Your Retirement 11:31 How The Tools Within The RetireSHIELD™ Process Lead To A Stress Free Retirement 20:49 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx discusses The Cliff Young Shuffle and how popular or conventional wisdom won’t always get your retirement where it needs to be, he then discusses the parallels between Cliff Young's winning technique and his trademarked RetireSHIELD™ Process, and lastly answers viewer questions live. EPISODE OVERVIEW: 00:01 Introduction 01:55 Who Cliff Young Was & How His Winning Ultramarathon Technique Can Be Applied To Your Retirement 11:37 How RetireSHIELD™ Can Lead To A Stress Free Retirement 20:20 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx describes the difference between Red Money and Green Money as well as their purpose within your retirement, he then shows how his trademarked RetireSHIELD™ plan can protect your retirement from market volatility while still providing sustainable growth, and lastly Casey answers viewer questions. EPISODE OVERVIEW: 00:01 Introduction 02:03 What Red Money & Green Money Are In Retirement 11:50 How RetireSHIELD™ Can Protect Your Retirement From Market Risk While Still Providing Sustainable Growth 20:40 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains exactly what Black Swan Events are in retirement and how they are capable of dismantling your hard earned retirement savings, he then discusses why and how RetireSHIELD™ can protect your retirement from Black Swan events, and then Casey answers his viewer's retirement questions live. EPISODE OVERVIEW: 00:01 Introduction 02:04 What Black Swan Events Are & How They Impact Your Retirement 11:56 How RetireSHIELD™ Can Protect Your Retirement From Black Swan Events 20:59 RetireSHIELD™ TV Viewer Questions For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx walks his viewers through the RetireSHIELD™ Engagement Cycle where he first meets with the clients to understand the own unique needs in the "Relationship Visit," he then looks at their portfolio for threats or gaps at the "Diagnostic Visit" and provides solutions, and lastly Casey provides his clients with their own Personalized RetireSHIELD™ Plan at the "Plan Delivery." EPISODE OVERVIEW: 00:01 Introduction 02:03 The Relationship Visit 11:15 The Diagnostic Visit 20:28 The Personalized RetireSHIELD™ Delivery For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx breaks down exactly what a Cohesive Investment Strategy is and why it is so important to your retirement, Casey then walks you through a typical clients investment strategy before and after RetireSHIELD™. EPISODE OVERVIEW: 00:01 Introduction 02:03 What A Cohesive Investment Strategy Is & Why It Is So Important In Retirement 11:14 The Typical (Flawed) Plan Our Clients Have Before Using The RetireSHIELD™ Process 20:03 The Impact A Proper Cohesive Investment Strategy Can Have On Your Retirement With RetireSHIELD™ For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx discusses why having a diagnostic done on your portfolio is absolutely crucial to a stress free retirement, he takes you under the hood and visually stress tests a typical client portfolio, and lastly he stress tests that same client's portfolio when they use RetireSHIELD™. EPISODE OVERVIEW: 00:01 Introduction 02:00 Why Portfolio Diagnostics Are Crucial For A Stress Free Retirement 10:36 Casey Stress Tests A Typical Client Portfolio 20:35 How RetireSHIELD™ Passes The Portfolio Stress Test When Other Retirement Plans Fail For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx breaks down to his viewers exactly what Secure Income Planning is, why it is absolutely crucial to have it when planning for retirement, and lastly why Crown Haven Wealth Advisors follows the RetireSHIELD™ process when planning retirements for their clients. EPISODE OVERVIEW: 00:01 Introduction 01:58 What Secure Income Planning Is 11:27 Why Secure Income Planning Is So Crucial To Retirement 19:31 The Reason Crown Haven Follows The RetireSHIELD™ Process For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains his Three Bucket Approach in retirement, why the finance industry is fundamentally flawed, and how using the Three Bucket Approach in his trademarked RetireSHIELD™ Process has been able to transform the lives of his clients. EPISODE OVERVIEW: 00:01 Introduction 02:07 What Is The Three Bucket Approach & Why It Is Used 11:54 Why The Finance Industry Is Fundamentally Flawed 21:41 How The Three Bucket Approach Transforms Crown Haven Clients' Retirements For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx explains the major differences between Retirement Planning and Financial Planning, the different financial phases of retirement, as well as how Crown Haven has been able to transform its clients lives through their trademarked RetireSHIELD™ process. EPISODE OVERVIEW: 00:01 Introduction 01:50 The Difference Between Financial Planners & Retirement Planners 11:37 Accumulation Phase Vs. Distribution Phase For Retirement 20:36 How The RetireSHIELD™ Process Transforms Crown Haven Clients' Retirements For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

In this episode of RetireSHIELD™ TV, Casey A. Marx discusses the life events that led him to creating Crown Haven Wealth Advisors and the RetireSHIELD™ Process, how Crown Haven has had a massive impact on its surrounding community, as well as what sets the RetireSHIELD™ process apart from the (sometimes generic) retirement plans of other advisors. EPISODE OVERVIEW: 00:01 Introduction 01:52 Who is Casey A. Marx & How Crown Haven Wealth Advisors Created 11:18 How Crown Haven Wealth Advisors Impacts The Community 20:08 Why The RetireSHIELD™ Process Was Created & What Sets It Apart From Other Retirement Plans For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.

The founder of Crown Haven Wealth Advisors, Casey A. Marx, explains to his viewers the major difference between Retirement Planning and Financial Planning, what the Three Bucket Approach is and how it can help secure your retirement, and lastly Casey breaks down his RetireSHIELD™ Process and the positive impact it has had on his clients retirements. EPISODE OVERVIEW: 00:01 Financial Planning vs Retirement Planning 03:41 The Three Bucket Approach 10:20 Client Results 15:12 The RetireSHIELD™ Process For More Information Visit: Website: https://crownhaven.com Phone: 903-437-7233 👑 About Crown Haven Wealth Advisors: At Crown Haven, we are dedicated to helping our clients achieve financial success and security. With a team of experienced financial experts and a commitment to personalized service, we aim to be your trusted partner in building and protecting your wealth. 🌟 What Sets Crown Haven Wealth Advisors Apart: Discover the key features and benefits that distinguish Crown Haven Wealth Advisors from the rest: - Tailored Financial Strategies: We create customized financial plans to suit your unique goals and needs. - Tax-Efficient Solutions: Learn how we optimize your financial strategies to minimize tax implications. - Asset Protection: Explore our methods for safeguarding your wealth against unexpected life events. - Retirement Planning: Find out how we can help you secure a comfortable retirement. - Comprehensive Financial Education: We empower you with knowledge to make informed decisions. Join us in this informative video as we provide insights into our philosophy, services, and why Crown Haven is your ideal choice for financial prosperity. If you're ready to take control of your financial future, reach out to us today. 🔔 Don't forget to subscribe to our channel, like this video, and turn on the notification bell to stay updated with our latest financial tips and insights. 📞 Contact us at 903-437-7233 or visit our website https://crownhaven.com to start your journey to financial success with Crown Haven Wealth Advisors.